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yehoshzl pfp
Lots of negativity on SaaS. Bear case seems to be: 1. AI makes seat growth harder as companies are more efficient 2. AI is a net cost for SaaS to integrate, negative on margins 3. Highly priced stocks with no room for slowing growth/margins. Thoughts? I can see this for some companies, definitely not for others tho
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Ben  šŸŸŖ pfp
Ben šŸŸŖ
Too early to tell. I do expect a seachange though, and that includes business model change.
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AfroRick pfp
Been seeing a lot of businesses throwing in "GenAI" all over the place as if it were the feature that solved the business challenges. But GenAI (and all other forms of AI/ML) are just tools. If your product has a stagnant vision that nobody wanted before, throwing GenAI into it isn't going to make them want you.
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